Profitable Tax Preparation Franchise for Sale in Central North Carolina

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Financial Details

Asking Price:
$539,000
Annual Revenue:
$436,640
Cash Flow / SDE:
$175,566
Profit Metric:
Total Income
Valuation Multiple:
3.1x
Location:
NC, US
Source:
Date:
September 27, 2025

Key Highlights

Profitable, established tax preparation franchise with 20 years of strong brand presence in a growing NC market.
Ideal semi-absentee or owner-operator opportunity with owner working only ~4 hours per week.
Turnkey operation with seasoned team, strong community reputation, and potential for expansion into bookkeeping and payroll.

Description

This listing presents a profitable and established tax preparation franchise located in a growing Central North Carolina market. With 20 years of strong brand presence, the business boasts consistent revenue and high profit margins, serving an average of over 1,450 clients annually. The operation is largely turnkey, relying on a seasoned team, a strong community reputation, and client referrals, with minimal advertising. The owner currently dedicates only about 4 hours per week, making it an excellent semi-absentee or owner-operator opportunity. Franchise support includes robust software, national branding, and training pipelines. The facility is well-maintained with an affordable lease through April 2026, with renewal options. Strategic highlights include a proven revenue model, a dedicated team, seasonal operational flexibility, and significant growth potential by adding services like bookkeeping and payroll, supported by local economic development.

Industry Information

Industry Description:
Tax Preparation Franchise
Classification:
Financial Services

Operational Snapshot

Year Established:
2005
Employees:
17
Reason for Selling:
Shifting focus to other business endeavors.

Real Estate & Lease

Status:
Leased
Monthly Rent:
$3,003 USD
Lease Expiration:
2026

Assets & Inventory

FF&E Value:
$6,000 USD
Includes FF&E:
Yes
Inventory Value:
$0 USD
Includes Inventory:
No

Broker Contact

Name:
Dale Brunelle
Company:
First Choice Business Brokers
Phone:
(984) 325-0223

Listing Details

Listing ID:
e0098c3a-5be8-4523-a0bb-35e939452381
Source Listing ID:
24634
Deal Status:
For Sale
Last Updated:
September 27, 2025
Currency:
USD

Features & Tags

Franchise Opportunity This listing is explicitly mentioned as a franchise opportunity. Franchise
Quality Verified This listing meets our quality criteria and standards. Verified
Tags & Categories
Franchise Tax Preparation North Carolina Semi-Absentee Established Business